Is Apple On The Edge of AI Glory? Deirdre Bosa Talks AI Hardware | Okay, Computer.

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 17 January 2024

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year Topics Tech’s Recent Rally (1:00) Years of Efficiency For Tech Companies (5:30) The Year of AI Hardware (7:30) Apple As A Sneaky AI Play? Apple Offers Rare iPhone 15 Discount in China Amid Demand Fears Samsung Places AI at Forefront as 2024 Phone Launches Kick Off Rabbit R1 & Humane’s Ai Pin Chip Makers As 2024 Bellwether (15:00) Databricks CEO: Every Organization we’ve Talked to has a Mandate to use New A.I. tools Beware Private Equity Takeovers (20:15) What Dan & Deirdre are Focused on (23:45) -- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Welcome to Ok Computer. I'm Dan Nathan, joined by CNBC's TechJEC host. Dear Jibosa, Debo, welcome back to the pod.
0:07.7	Hello, happy long weekend Tuesday. I know. Can we just talk about this? I don't know whether we should just always have long weekends or just shorter work weeks, however you want to identify it, but I'm all for it. Either way.
0:18.0	I have a theory, this long weekend is like the most appreciated of the
0:21.0	year because it comes so soon after the holidays that it's a good way to ease back into and ease
0:26.0	into a new year. I love Jan and Feb. We have two really nice three-day weekends in there. We got a lot
0:31.8	to cover here because we are literally on the doorstep of Q4 earnings season. We haven't had any big
0:37.3	pre-announcements. I know a lot of folks
0:38.8	were thinking about Apple and the way it was trading in the first week of the year. And I know that
0:42.9	you did a big report on Tech Check on Apple as an unconventional AI play for 2024. So we're going to
0:49.8	talk about that. We have TSM kicking off their earnings this week. We did have their sales and there was a lot of puts and takes from that. I'm going to do that. We have TSM kicking off their earnings this week. We did have their sales and there was a
0:55.9	lot of puts and takes from that out of the gate this week. We have AMD raging up 8%
1:02.6	Nvidia up 13% on the year in a straight line D. So we're going to talk a little bit about kind of
1:08.0	this notion of going back to the things that got us here, right?
1:11.2	So we've had some volatility.
1:12.6	The NASDAQ's basically unchanged.
1:14.3	We also have some big tech companies laying folks off again.
1:17.6	So a lot going on.
1:19.3	How are you thinking about the volatility that we've had year to date or so?
1:23.0	And now, again, out of the gate this short week, we have an analyst kicking off AMD going a price
1:29.2	target from 120 to 200, talking about how well positioned they are in generative AI chips.
1:35.8	Well, Nvidia clearly has the lead, and we all get that.
1:38.3	They're expecting a big catch-up to see a stock up 8% like this off of an analyst upgrade to numbers and price tax, it's eye popping a little bit.
	...

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